Staff Financial Planner Jobs

Provide financial and investment planning services (90%) for all eligible Consulting and Voting Staff. Services include: investment planning services including detailed asset allocation and research and security selection; tax planning assistance and estate tax issues; college expense projections/planning; cash flow analysis; debt planning, including mortgages, student loans and lines of credit; retirement planning/projections; insurance needs/risk analysis; benefit design and review of federal and state compliance issues; benefits consulting (10%) for new, current and retired staff.

This vacancy is not eligible for sponsorship/ we will not sponsor or transfer visas for this position.

This position is a combination of remote and onsite work. You must live within driving distance of the Mayo Clinic Rochester, MN campus.

Bachelor's degree & advanced degree(s) or certification(s) (CFP, CFA, CPA/PFS, CAIA, JD, or MBA) required.

Additional Qualifications:

Minimum 10+ years in the fields of financial planning, asset management, and benefit management/selection for highly compensated and high net worth individuals/families preferred. Must have strong interviewing skills; ability to maintain confidentiality; must possess excellent verbal and written communication skills; maintain team attitude; and must be able to demonstrate extensive, practical knowledge of financial planning principles.